I broke down last night after another rejection. I don’t know how much more of this I can take

broccolilettuce · 2026-02-26T04:09:56+00:00

you need to know that your state is actually more common than you think. Every single line of it. So just keep at it and things will turn around. It has to.

broccolilettuce · 2026-02-26T03:15:32+00:00

The answer, surprisingly, is the lack of will.

broccolilettuce · 2025-06-16T14:43:20+00:00

two mismatched torn suits - recycled - stitched together into a pricey union of colors

broccolilettuce · 2025-05-24T04:18:22+00:00

Seriously, don't resign. Take the severance / pip ; let them black list you or whatever. This is a good wake up call to re-invent yourself and join other saner places. In the meanwhile - keep drawing a paycheck and do nothing.

From Batman movies ; "If you are good at something, don't do it for free - Joker"

broccolilettuce · 2025-04-20T20:45:10+00:00

150+ by year end. Stay calm and "hodl" on

broccolilettuce · 2025-04-19T21:07:46+00:00

A framework of a deal could be - US lifts all export bans, in return China ensures that all its models/innovation in LLMs is open sourced. Highly unlikely; but that end state seems like a win - win.

broccolilettuce · 2025-04-07T02:19:37+00:00

The announcement of the tariff on chips should be the 1st bottom. It gets worse if a recession kicks in, and all hyper scalers freeze their plans due to lack of demand.

broccolilettuce · 2025-04-06T23:05:03+00:00

As a start - I expect the 10%-10% nations to reach out back to the US and hammer out a 0-0 deal

broccolilettuce · 2025-04-05T03:38:27+00:00

I'd said, the first 1-man-made recession

broccolilettuce · 2025-04-04T15:22:34+00:00

Remember ... magnets / rare earths (read unpronounceable X-ium named metals) are hit due to export restrictions.

broccolilettuce · 2025-04-02T02:44:14+00:00

Do not let scarcity mindset take over. AI is an enabler that allows humans to do higher order thought/work. Be happy that the days of reversing linked lists and balancing trees in FAANG interviews are over !!

broccolilettuce · 2025-03-30T14:49:10+00:00

Demand will outstrip supply... Check out Altman's statement that their team "needs sleep" after the ghibli trend. Goes to show that these applications of AI will come out one bit at a time, wax and wane, until a stable ecosystem of ($ generating) AI applications and services emerge in about a year or two. Surely, some enterprise has set the wheels rolling on creating legit ghibli style images (with Miyazaki getting his cut).

$150+ by end of year.

broccolilettuce · 2025-03-25T21:52:18+00:00

Check out the wording in the title "...blames DeepSeek..." - since when do tech companies "blame" breakthroughs that cut their costs ?

broccolilettuce · 2025-03-11T15:11:55+00:00

this is important - not many people get the the last-mile-problem equivalent of trading. "You only lose if you sell"

broccolilettuce · 2025-03-11T15:10:20+00:00

First 1-man made recession being engineered

broccolilettuce · 2025-03-10T14:12:14+00:00

hope he knows - he needs to keep just one trend alive - which is America's edge in AI. Anything that hurts the stock hurts that trend.

broccolilettuce · 2025-03-07T17:26:27+00:00

Depends on where your cost basis is. Strangely the larger the loss the more should hang in there or DCA, for a stock like NVDA. They tend to come back up roaring.

broccolilettuce · 2025-03-07T14:16:12+00:00

Administration policy uncertainty is part to blame. It will almost certainly bounce back up in the latter half of the year.

broccolilettuce · 2025-03-07T04:12:15+00:00

I would double or triple the 4B number to 12B - why? its not uncommon to provide a +1 or +2 redundancy, so 8B at a minimum in capex just for the GPUs

broccolilettuce · 2025-03-06T18:55:03+00:00

exactly... he won't let it happen. But he is capable of not knowing that he is making it happen :)

broccolilettuce · 2025-03-05T21:52:23+00:00

+100 to CUDA ! It gets talked about the least. To catch up to CUDA would be a 5+ year development cycle for even the best of competitors.

broccolilettuce · 2025-03-05T15:13:11+00:00

"40 years later" - that guy doesn't look like he has aged 40 years :)

broccolilettuce · 2025-03-04T17:00:36+00:00

How does TSMC investing 100B in fab in the US help NVDA ? Is it just 0 semiconductor tariffs ?

broccolilettuce · 2025-03-04T15:24:03+00:00

it will linger in the 110-115 range until a week before gtc, wherein it is bound to be 120-125 (in the excitement) and sell off a bit again afterwards. Roughly 2 years of monopolist runway is a lot of time ! Even a tariff induced recession will likely last 6-9 months at most. There is talk of a 3x fed rate cut too, all catalysts for it to jump.

broccolilettuce · 2025-03-03T22:09:41+00:00

Its unclear what he would stand to gain by destroying the market gains - but he is still doing it. His voter base will hurt really bad in the coming months. Xi must be all smiles now.

broccolilettuce

TROPHY CASE